Natixis Funds Trust I U.S. Equity Opportunities Fund (NESYX) Research

The fund typically allocates a substantial majority—at least 80%—of its total assets, including capital obtained through borrowing, to equity instruments, specifically common and preferred shares. Under normal market circumstances, its investments are predominantly concentrated in securities issued by U.S. companies, with no less than 80% of its net and borrowed assets directed towards domestic issuers. The strategy employed for equity selection combines the distinct methodologies of two separate subadvisory firms across the different segments of the fund's portfolio.

Market snapshot

Symbol
NESYX
Price
$61.39
Day change
+0.24%
Market cap
$1.2B
52-week range
58.96-67.54
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX)
  • Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs (BAUAX)
  • Boston Trust Walden Small Cap Fund (BOSOX)
  • Harbor Large Cap Value Fund Institutional Class (HAVLX)
  • Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX)
  • Touchstone Small Company Fund Class A (SAGWX)
  • Allspring Index Asset Allocation Fund Class A (SFAAX)
  • Salient MLP & Energy Infrastructure Fund, Class A (SMAPX)

Open Natixis Funds Trust I U.S. Equity Opportunities Fund (NESYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.